The role involves leading a team of advanced planners to deliver comprehensive financial planning services to ultra-high net worth clients
Job Summary
The role involves leading a team of advanced planners to deliver comprehensive financial planning services to ultra-high net worth clients.
Mercer Advisors is an independent fiduciary ranked #1 RIA firm by Barron's, serving over 31,300 families across the U.S.
The position offers a competitive base pay range of $150,000 to $175,000 USD along with a robust benefits package including health insurance and paid time off.
Matching Summary
The role involves leading a team of advanced planners to deliver comprehensive financial planning services to ultra-high net worth clients.
Salary
Base: $150,000 - $175,000 USD; Bonus/Equity: Eligible for incentive compensation; Benefits: Comprehensive health, dental, vision, life insurance, HSA, and generous PTO
Skills & Requirements
Must-have
Unified financial planning process development
Team leadership and mentorship of planners
Ultra-high net worth client experience
Internal system modification for efficiency
Training program creation for wealth teams
Nice-to-have
Thought leadership in financial planning industry
Strong public speaking skills to large groups
Deep understanding of investment management
Active industry network and relationships
Forward-looking strategic mindset
Key Requirements
Bachelor's degree required
10+ years financial services experience
CFP designation required
Experience with UHNW clients
Proficiency in MS Excel, Word, Outlook, PowerPoint